Gain insights into topical issues through our wide range of CPD-accredited publications.
Pension service review 2017
‘Product and proposition’ is most important to advisers, followed by ‘new business servicing’ according to our annual pension service survey. This indicates that advisers are looking for feature-rich products with flexibility and inbuilt options that will meet the ongoing needs of their clients.
How to analyse auto-enrolment default funds
How to analyse auto-enrolment default funds is a CPD accredited document that highlights the factors advisers need to consider and understand when reviewing a default pension fund for their clients.
Professionals' guide to drawdown
The Professionals' guide to drawdown from Defaqto, forms an independent guide to advising on drawing income from pension savings and updating the changes that have occurred and their impact since the last update produced in 2015. It is also CPD accredited so readers can record their reading and learning on their CPD logs.
Hybrid solutions – an innovation in retirement planning
While drawdown has been with us for over two decades, it has typically been high net worth clients who have benefitted. Now retirees with more modest pension savings are discovering the possibility of a more flexible retirement, and providers are starting to offer packaged solutions to meet their needs.
The case for hybrid: simplicity, flexibility, security
Providing retirement solutions for the high net worth investor is a natural market for the financial adviser community. Advisers are familiar with the need to balance competing personal and financial objectives, whilst taking account of present day and future priorities, and weighing up income, capital and inheritance taxation issues.